AMD CEO saying it's a "data center first" company and PC sales will plummet

AMD chief executive Lisa Su has positioned the company’s priorities around data centers and artificial intelligence, arguing that AI will become increasingly important across everyday life. Her comments came alongside a warning that PC shipments could fall by more than 10% in 2027. Su attributed recent weakness in PC demand to rising memory and component costs, while saying AMD expects to fare better than the overall market through its Ryzen processor roadmap and expanded commercial business. The next-generation Zen 6 Ryzen chips are expected to arrive in early 2027.

The shift reflects AMD’s changing business: in its latest quarter, data-center revenue nearly doubled year over year to $8.5 billion, while client and gaming revenue fell 8% to $3.7 billion. The contrast has fueled frustration among PC gamers, who see the company directing investment and manufacturing capacity toward more profitable AI accelerators rather than consumer graphics cards. With GPU prices already climbing and memory and storage costs also under pressure, the author sees AMD’s outlook as a warning of a difficult period for PC buyers. The forecast and data-center focus have led some gamers to fear that affordable upgrades and continued support for consumer hardware are becoming less of a priority.